2025-08-14T10:12:36-05:00 2024-09-30 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2023-10-01 920431093 BLUEFORGE ALLIANCE BLUE 8326604489 3891 S TRADITIONS DR BRYAN TX 77807 CLETUS GLASENER CHIEF FINANCIAL OFFICER 8326604489 2025-08-13 1 1 MARY TORRETTA P00847851 7038477500 2023 2025-03-06 01:10:19Z KILEY WREN 3891 S TRADITIONS DR BRYAN TX 77807 480869126 0 X WWW.BLUEFORGEALLIANCE.US X 2022 TX TO SERVE AS AN UNBIASED, NEUTRAL PROGRAM INTEGRATOR ACROSS INDUSTRY, ACADEMIA, AND GOVERNMENT TO ADVANCE NATIONAL SECURITY OBJECTIVES. 4 1 101 1 0 0 0 100 112400961 480215952 26992 652634 36 440 112427989 480869126 84410 128480 0 0 8499817 26188834 0 0 0 97647948 429323040 106232175 455640354 6195814 25228772 49134623 74604278 42938809 43179692 6195814 31424586 X BLUEFORGE ALLIANCE (BFA) WAS ESTABLISHED IN 2022 UNDER THE LAWS OF THE STATE OF TEXAS TO SERVE AS AN UNBIASED, NEUTRAL PROGRAM INTEGRATOR ACROSS INDUSTRY, ACADEMIA, AND GOVERNMENT TO ADVANCE NATIONAL SECURITY OBJECTIVES. (CONTINUED ON SCHEDULE O)AS A TAX-EXEMPT ENTITY TO LESSEN THE BURDENS OF THE U.S. NAVY AND THE DEPARTMENT OF DEFENSE (DOD), BFA'S MISSION IS TO ENABLE THE MARITIME MANUFACTURING INDUSTRY TO BUILD AND MAINTAIN THE NEXT GENERATION OF RESILIENT UNDERSEA PLATFORMS FOR AMERICA AND ITS ALLIES BY INCREASING CAPABILITY, CAPACITY AND RESILIENCE. 0 0 440172250 128480 480215952 IN FISCAL YEAR 2024, BFA SUPPORTED ONE PROGRAM UNDER TWO CONTRACTS WITH THE U.S. DEPARTMENT OF DEFENSE (DOD) NAVY TO ADVANCE THE PROGRAM GOALS OF GALVANIZING AND REVITALIZING THE U.S. MARITIME INDUSTRIAL BASE (MIB). TO LESSEN THE BURDEN OF GOVERNMENT, BFA EXECUTES AND INTEGRATES SCIENTIFIC AND EDUCATIONAL ACTIVITIES THROUGH FACILITATING COLLABORATIONS AMONG GOVERNMENT AGENCIES, ACADEMIA, INDUSTRY, AND THE GENERAL PUBLIC FOR THE PURPOSE OF CONTRIBUTING TO OPERATIONAL AND COST EFFICIENCIES TOWARDS ACHIEVING NATIONAL SECURITY PRIORITIES. (SEE SCHEDULE O)BFA SERVES THIS CRITICALLY IMPORTANT CHARITABLE CAUSE BY BEING A CONDUIT TO THE U.S. NAVY AND BROADER DOD FOR CONVENING DIRECT EXPERTISE IN SUPPLIER DEVELOPMENT, STRATEGIC OUTSOURCING, WORKFORCE DEVELOPMENT AND OUTREACH, TECHNOLOGY ADVANCEMENT, AND CONTRACTING WITH SPECIALIZED CONSULTANTS, GOVERNMENTAL AGENCIES, EDUCATIONAL INSTITUTIONS, AND NAVY SUPPLIERS. APPROXIMATELY 97% OF BFA'S EXPENSES FOR THE YEAR ENDED SEPTEMBER 30, 2024 WERE PROGRAM RELATED. 440172250 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 28 0 1 101 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ANDY HINTON 9792094145 3891 S TRADITIONS DR BRYAN TX 77807 KILEY WREN CO-CEO 40.00 0.25 X X 474623 0 39681 RANDALL GORHAM CO-CEO 40.00 0.25 X X 473520 0 19881 LEWIS O'HERN CHF. OF STAFF (TERM 03/24)/SECRETARY 40.00 0.25 X X 198963 0 11375 EDWARD MORRIS BOARD MEMBER 1.00 0.25 X 0 0 0 ANDREW HINTON CFO (THRU 06/24)/VP OF ACCOUNTING 40.00 0.25 X 204027 0 14216 CLETUS GLASENER CHIEF FINANCIAL OFFICER (AS OF 6/24) 40.00 0.25 X 0 0 0 MATTHEW L PROCHASKA CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 345968 0 24289 WILLIAM R STOCKTON CHIEF ADMINISTRATION OFFICER 40.00 0.00 X 340834 0 12251 ARNOLD KRAVITZ CHIEF TECHNOLOGY OFFICER 40.00 0.00 X 332448 0 19899 LINDY M BEASLEY VP, CONTRACTS & COMPLIANCE 40.00 0.00 X 236605 0 33414 RICHARD S TERRY VP, CORPORATE OPERATIONS 40.00 0.00 X 229067 0 32762 JENNIFER MINDOCK VP, SYSTEMS ARCHITECTURE & STRATEGY 40.00 0.00 X 225402 0 24419 JUSTIN R BUSSE PROGRAM MANAGER 40.00 0.00 X 217451 0 26056 CHRISTOPHER S HOLSHOUSER MANAGING DIRECTOR, TECHNOLOGY 40.00 0.00 X 187983 0 20583 3466891 0 278826 31 0 1 0 MCKINSEY & COMPANY INC PO BOX 7410450 CHICAGO IL 606740450 CONSULTING SERVICES 27749999 AUSTAL USA LLC 100 AUSTAL WAY MOBILE AL 36602 MANUFACTURING SERVICES 21726249 BRIVIC MEDIA GROUP LLC 515 POST OAK BLVD SUITE 715 HOUSTON TX 77027 ADVERTISING SERVICES 19303751 THE INSTITUTE FOR ADV LEARNING AND RES 150 SLAYTON AVE DANVILLE VA 24540 CONSULTING SERVICES 16815640 RFK RACING 4600 ROUSH PLACE CONCORD NC 28027 ADVERTISING SERVICES 12290000 81 100 100 COLUMBIA PROGRAM 541900 480117600 480117600 AUKUS TRILATERAL/US MIB SUPPLIER 541900 98352 98352 480215952 652634 652634 MISCELLANEOUS INCOME 900099 440 440 440 480869126 480215952 0 653074 X 128480 128480 2243160 1294868 948292 19430704 14524675 4906029 807969 589620 218349 2088291 1523942 564349 1618710 1181263 437447 1936676 190109 1746567 882332 54971 827361 50000 36488 13512 416413138 413952128 2461010 94784 69169 25615 1914281 500745 1413536 448422 448422 810410 810410 1712616 1236654 475962 49691 24601 25090 11781 8597 3184 20111 19896 215 378133 90849 287284 MATERIALS AND SUPPLIES 2280792 2280792 PROGRAM INTIATIVES 1855000 1353697 501303 RECRUITING COSTS 66414 51321 15093 MEMBERSHIP DUES 13210 13210 385249 248975 136274 455640354 440172250 15468104 0 714464 1909740 33280287 16397149 14865287 24833785 7039 278012 351818 18353 92457 333465 175089 30852127 49134623 74604278 18262550 43100375 24667099 9160 79317 42938809 43179692 X 6195814 31424586 0 0 6195814 31424586 49134623 74604278 25228772 0 X 0 1 X 1 1 1 X 100 100 112400961 480215952 592616913 112400961 480216052 592617013 0 0 0 592617013 26992 652634 679626 26992 652634 679626 36 440 476 112427989 480869126 593297115 X 0 0 0 0 0 0 0 0 0 0 0 1 50000 50000 0 PART II-B, LINE 1: DURING THE YEAR, BLUEFORGE ALLIANCE USED A CONSULTING GROUP FOR THEIR LOBBYING SERVICES THAT ARE FOCUSED AROUND OUTREACH AND ENGAGEMENT WITH GOVERNMENT AGENCIES AS WELL AS CONGRESSIONAL AND COMMITTEE LEADERS. 15482 1032 14450 188373 11090 177283 147963 6231 141732 333465 RELATED CAPITAL CONTRIBUTIONS 24700298 CONTRACTS RECEIVABLE 6136619 NET FINANCING LEASES 15210 30852127 DUE TO SUBSIDIARIES 63570 FINANCE LEASE LIABILITY 15747 79317 X PART X, LINE 2: THE COMPANY FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (THE CODE ) SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE COMPANY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, TO IDENTIFY AND REPORT UNRELATED INCOME, TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS, AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE COMPANY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 12TH MAN FOUNDATION 756 HOUSTON STREET COLLEGE STATION TX 77843 741185725 501(C)(3) 128480 0 STUDENT ATHLETE SCHOLARSHIP SUPPORT 1 0 PART I, LINE 2: ON OCCASION, BLUEFORGE ALLIANCE ELECTS TO MAKE DONATIONS TO OTHER CHARITABLE ORGANIZATIONS TO FURTHER THEIR MISSION. X X X 1 1 X X X 0 0 0 0 0 0 0 1 0 KILEY WREN CO-CEO 418217 0 56406 0 0 0 19800 0 19881 0 514304 0 0 0 RANDALL GORHAM CO-CEO 417114 0 56406 0 0 0 0 0 19881 0 493401 0 0 0 MATTHEW L PROCHASKA CHIEF DEVELOPMENT OFFICER 309406 0 36562 0 0 0 15375 0 8914 0 370257 0 0 0 WILLIAM R STOCKTON CHIEF ADMINISTRATION OFFICER 305209 0 35625 0 0 0 12188 0 63 0 353085 0 0 0 ARNOLD KRAVITZ CHIEF TECHNOLOGY OFFICER 297917 0 34531 0 0 0 19800 0 99 0 352347 0 0 0 LINDY M BEASLEY VP, CONTRACTS & COMPLIANCE 208142 0 28463 0 0 0 13533 0 19881 0 270019 0 0 0 RICHARD S TERRY VP, CORPORATE OPERATIONS 203056 0 26011 0 0 0 13636 0 19126 0 261829 0 0 0 JENNIFER MINDOCK VP, SYSTEMS ARCHITECTURE & STRATEGY 205513 0 19889 0 0 0 13443 0 10976 0 249821 0 0 0 JUSTIN R BUSSE PROGRAM MANAGER 168800 0 20574 0 28077 0 7184 0 18872 0 243507 0 0 0 ANDREW HINTON CFO (THRU 06/24)/VP OF ACCOUNTING 182965 0 21062 0 0 0 6607 0 7609 0 218243 0 0 0 LEWIS O'HERN CHF. OF STAFF (TERM 03/24)/SECRETARY 175000 0 23963 0 0 0 11312 0 63 0 210338 0 0 0 CHRISTOPHER S HOLSHOUSER MANAGING DIRECTOR, TECHNOLOGY 169093 0 18890 0 0 0 10890 0 9693 0 208566 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL FIRST CLASS TRAVEL IS PROVIDED TO EXECUTIVES FOR LONG FLIGHTS OF EIGHT HOURS OR MORE. THIS EXPENSE IS NOT PART OF THE INDIVIDUAL'S TAXABLE INCOME PER CORPORATE POLICY. TRAVEL FOR COMPANIONS TRAVEL FOR COMPANIONS IS PROVIDED TO EXECUTIVES ON A CASE-BY-CASE BASIS AND IS REPORTED AS AN ELMOLUMENT TO THE INDIVIDUAL WHEN THE TRAVEL OCCURS. THERE WAS NO TRAVEL FOR COMPANIONS DURING THE CURRENT YEAR. GROSS-UP PAYMENTS THE ORGANIZATION GENERALLY PROVIDES GROSS-UP PAYMENTS FOR THE PURPOSES OF EMPLOYEE RELOCATION. THESE GROSS-UP PAYMENTS ARE HANDLED ON A CASE-BY-CASE BASIS. DURING THE CURRENT YEAR, THE FOLLOWING INDIVIDUALS RECEIVED A GROSS-UP PAYMENT FOR RELOCATION PURPOSES. JUSTIN R. BUSSE: $9,007 PART I, LINE 7 NONFIXED PAYMENTS THE ORGANIZATION HAS A DISCRETIONARY BONUS POLICY FOR ELIGIBLE FULL-TIME EMPLOYEES. THE BONUSES ARE BASED ON A PERCENTAGE OF THE INDIVIDUAL'S TOTAL EARNED WAGES DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 1A BOARD INDEPENDENCE BFA IS STILL EVALUATING ITS BOARD COMPOSITION. WHILE WORKING TOWARD BOARD INDEPENDENCE, BFA HAS ADDED A NON-VOTING STRATEGIC ADVISORY BOARD TO GUIDE AND ADVISE BFA'S LEADERSHIP TEAM ON STRATEGIC MATTERS THROUGH DIVERSITY OF EXPERTISE, OBJECTIVE INSIGHTS, AND LONG-TERM FOCUS. FORM 990, PART VI, SECTION A, LINE 2 KILEY WREN, RANDALL GORHAM, CLETUS GLASENER, ANDREW HINTON, LEWIS O'HERN, AND EDWARD MORRIS HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS PRIOR TO SUBMISSION TO THE IRS, BFA'S CHIEF EXECUTIVE OFFICERS, CHIEF FINANCIAL OFFICER, VICE PRESIDENT OF ACCOUNTING, AND DIRECTOR OF FINANCE REVIEW THE 990 IN DETAIL. THE 990 IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY CONFLICT OF INTEREST (COI) IS ADDRESSED IN THE BFA EMPLOYEE MANUAL. ALL BFA EMPLOYEES, BOARD MEMBERS, AND OFFICERS ARE REQUIRED TO COMPLETE ANNUAL TRAINING THAT DETAILS THE COI POLICY. EMPLOYEES SIGN A STATEMENT ATTESTING THAT THEY HAVE RECEIVED AND UNDERSTOOD THE TRAINING AND HAVE OFFICIALLY DISCLOSED ANY EXISTING POSSIBLE COI. EMPLOYEES ARE ALSO REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. ALL REPORTED COI MATTERS ARE REVIEWED BY THE BFA INTERNAL AUDIT & COMPLIANCE OFFICE. BASED ON THE OUTCOME OF THE REVIEW, A RULING IS MADE AND DISCLOSED TO THE BFA EXECUTIVE COMMITTEE. SHOULD A RULING BE THAT A POTENTIAL CONFLICT EXISTS, THEN THE AUTHORITY MAKING THE RULING WILL DETERMINE THE APPROPRIATE ACTIONS NEEDED TO MITIGATE THE CONFLICT. PER THE ORGANIZATION'S POLICY, ANY INDIVIDUAL WHO HAS A CONFLICT OF INTEREST WILL RECUSE THEMSELVES FROM DELIBERATIONS AND DECISION-MAKING RELATED TO THE TRANSACTION SUCH THAT THEY WOULD NOT PARTICIPATE IN SUCH A TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW PROCESS CEO AND OTHER MANAGEMENT COMPENSATION IS REVIEWED ANNUALLY WITH THE CFO, VICE PRESIDENT OF PEOPLE OPERATIONS, AND COMPANY ATTORNEYS. THE COMPENSATION OF BFA'S TOP MANAGEMENT OFFICIALS CENTERS AROUND POSITION DESCRIPTIONS FOLLOWED BY A DETAILED ANALYSIS THROUGH AN OUTSIDE COMPENSATION VENDOR, THE ERI ECONOMIC RESEARCH INSTITUTE. THIS PROCESS ESTABLISHES COMPENSATION RANGES BASED ON SCOPE OF RESPONSIBILITIES, POSITION LOCATION, MARKET RATES, REQUIRED EXPERIENCE, AND EDUCATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTOR EXPENSES: PROGRAM SERVICE EXPENSES 400,947,912. TOTAL EXPENSES 400,947,912. DIRECT CONSULTANTS: PROGRAM SERVICE EXPENSES 12,301,338. TOTAL EXPENSES 12,301,338. OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 404,956. MANAGEMENT AND GENERAL EXPENSES 184,772. TOTAL EXPENSES 589,728. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 297,922. MANAGEMENT AND GENERAL EXPENSES 2,276,238. TOTAL EXPENSES 2,574,160. BLUEFORGE HOLDINGS INC 3891 SOUTH TRADITIONS DRIVE BRYAN TX 77807 934025454 HOLDS TITLE AND LEASE TX 501(C)(2) BLUEFORGE ALLIANCE 1 BLUEFORGE DEVELOPMENT CAPITAL LP 3891 S TRADITIONS DRIVE BRYAN TX 77807 991636031 INVESTMENTS DE BFDC INVESTOR BLOCKER CORP -1033 967 0 0 1.00000 BFDC INVESTOR BLOCKER CORP 3891 S TRADITIONS DRIVE BRYAN TX 77807 991773666 INVESTMENTS DE BLUEFORGE ALLIANCE C -1358 8002642 1.00000 1 BFDC GP BLOCKER CORP 3891 S TRADITIONS DRIVE BRYAN TX 77807 991747658 INVESTMENTS DE BLUEFORGE ALLIANCE C -298 702 1.00000 1 BFA ALABAMA BLOCKER CORP 3891 S TRADITIONS DRIVE BRYAN TX 77807 991798866 INVESTMENTS DE BLUEFORGE ALLIANCE C 1.00000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 BLUEFORGE HOLDINGS INC K 767410 COST BLUEFORGE HOLDINGS INC R 16700298 COST BFDC INVESTOR BLOCKER CORP R 8000000 FMV